1D·

Assessment of my portfolio

Before the US attack, I had reorganized my portfolio and taken profits in order not to have too many stocks in my portfolio again, so I chose Van Eck as my anchor, and with the help of the AI I was given sectors that I completely neglected.


I am adding to these:


savings plan on the $TDIV (+0.18%) continue to run ( 1000,- Euro per month)


Buy on setbacks:


$TXN (-0.7%)

$NEE (+0.92%)

$AVGO (+0.38%)

$DB1 (+2.06%)

$DTE (-3.97%)

$HON (+0.14%)

$SIE (-1.17%)


What do you think about the portfolio or the targeted purchases?

Have a nice Wednesday.

4Positions
€170,584.19
3.73%
6
10 Comments

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Very clean portfolio and good selection. I would add $SU to the watchlist if necessary. And I find the healthcare sector underrepresented... perhaps $SYK $DHR $MDT would be a good fit here?
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@ShrimpTheGimp I would have to have a look at that, I want to go for quality.
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@Oktoberfest are all absolute quality stocks 😊
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Very good. I would love to go there too🙃
Such a tidy depot 👍🏻
Best regards 🗡️💥
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@He-Man I had 17 values, that was just too much.
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@Oktoberfest I don't really want to sell everything. Quality remains. Only the speculative stocks will be gradually reduced. I would be happy with 17 stocks 🙃
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@He-Man How many values do you have?
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@Oktoberfest 35. of which 10 are still penny stocks from the early days, when people wanted to get rich quick 🫣
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@He-Man oh, hope you find a good jumping off point with those, I don't even want to start.
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@Oktoberfest the penny stocks are also only there to fill the loss pot.
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